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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,838 | $95,188-34.0% | $76,518-17.9% | $135,380-53.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.13% | 4.85%-15.0pp | -0.27%-9.9pp | 519.81%-529.9pp |
| Employer contribution / active EE | $8,165 | $3,303+147.2% | $2,647+208.4% | $4,779+70.9% |
| Participant deferral / active EE | $8,408 | $4,640+81.2% | $3,836+119.2% | $5,609+49.9% |
| Admin fee / account holder | $307 | $6,249-95.1% | $4,849-93.7% | $10,828-97.2% |